Use Tabflows Chat for a clinic-wide question, announcement, or conversation that does not need to live inside one specific Task.

Use a Task comment when the discussion belongs to assigned work and should stay beside its owner, due date, and status.

If work needs a clear owner or follow-up date, create or update a Task instead of relying on chat alone.

Open Chat, then choose the space that matches the work:

Switching views does not move or copy messages. Use a linked Task when shared work needs an owner or completion state.

Admins manage channel-level controls that the article identifies as administrative. Team members continue normal shared conversation and collaboration.

Use Team Chat's focused views when scrolling is no longer practical.

Use a Task when follow-up needs an owner or completion state. Filters and search help you find work; they do not prove that work was read or resolved.

A mention draws attention to the conversation. It does not assign a Task or transfer ownership.

Mentions and patient controls sit above the message. Link Task, emoji, Artifact when available, attachments, Workflows, and Saved prompts sit below it. Send, schedule, and edit actions stay on the right.

When a long message or several attachment previews reach the height limit, the middle of the composer scrolls while both control rows stay available.

Select the smile button in the composer, or type : followed by at least two letters to search by shortcode. Choose an emoji with the pointer, or use the arrow keys and press Enter or Tab. Press Escape to close suggestions.

Frequently used emoji move higher on that browser. Times such as 10:30 do not open emoji suggestions.

In the desktop extension, when Screen awareness is on, the first @Sidekick question in a new Team Chat thread or personal chat can include one hidden snapshot of the active page. The screenshot does not appear as a file chip.

Follow-ups in the same conversation, Screen awareness off, and the web app outside the extension send no automatic snapshot.

In a Team channel, Sidekick’s reply is visible to everyone who can open that thread, so confirm the active patient and page before the opening question.

Open Workflows in the composer, or type / and search by workflow name. Choosing a workflow inserts a placard into the draft instead of starting the run immediately. Add any message, patient mention, file, or emoji that belongs with the request, then send it.

The sent placard stays linked to the saved workflow by its ID. If the workflow is renamed, the placard shows the current name. If it is deleted, the message keeps a deleted-workflow state instead of silently pointing somewhere else.

Sidekick runs the attached workflow from the sent message and asks for any missing information in that same thread. Reply there so the answer, workflow run, and resulting Task remain together.

Select Saved prompts to search your own saved prompts. Choosing one fills the composer with @Sidekick and the saved instructions. Add the current patient, date, file, Task, or other context, review the wording, then send it.

From the Saved prompts menu, you can create, edit, delete, search, and reorder prompts. Saved prompts belong to the signed-in teammate within that clinic; they are not a shared clinic prompt library.

When My chat is empty, it shows Mission shortcuts and the first saved prompts. Select More saved prompts to open the full list.

Team Chat accepts images, PDF, Word, Excel, CSV, plain-text, and C-CDA files within the limits shown in the composer.

Plain-text, Word, Excel, CSV, and C-CDA files download when selected; images and PDFs can open in a new tab.

Mention @Sidekick with a specific question when it should use an attached text or C-CDA file. Confirm the patient and extracted details against the original before using clinical information.

If an upload fails, remove the affected file, confirm its type and size, then attach it again. Never assume a failed upload was sent.

When Artifact access is available, choose an Artifact in the composer or paste its link. You can add up to three Artifacts to one message. A sent Artifact appears as a card; a teammate without access sees an unavailable card, not the protected content.

Use a reaction for a quick response that does not need a new message.

The reaction chip shows how many people used that emoji. Point to the chip to see who reacted. Reactions update live for everyone viewing the conversation and do not create unread work.

An acknowledgement is a lightweight way to say, “I saw this.”

Type # or select Add a patient (#), search for the patient, and review the patient chip before sending. If the current patient is available, you can add them directly.

After sending, select the patient chip to open the patient in Tabflows. Use Open in to choose one of the patient’s linked systems. If no linked system is available, verify or link the patient before relying on the shortcut.

Keep shared patient details to the minimum your team needs.

Use a linked Task when teammates need to see its owner, due date, comments, or completion state beside the conversation.

A linked Task shows its current status—To do, In progress, Waiting, or Done—along with its patient, description, and comments. Expanding the card shows the live Task; changing its status there changes the same Task everywhere.

If the Task is deleted, the message remains, and the card shows Deleted. A reply from @Sidekick may also show a Task that Sidekick created or identified for the conversation.

On a computer, open Reply from the message. On a phone, tap the message once to reveal Reply and the message menu, then select Reply.

Threaded replies keep follow-up together without filling the main conversation with every response. Return to the main conversation when you are starting a separate topic.

Unread badges and the unread divider help you find new messages. Read receipts show who has viewed a message. Their absence does not mean the message failed to send.

On a computer, open the message menu from the message row. On a phone, tap the message once, then open the three-dot menu.

Deleting a message does not create a Task or preserve its instructions elsewhere. Move anything that requires durable ownership into a Task.

Type @Sidekick in a Team Chat message when you want help without leaving the conversation. Sidekick replies in the thread so everyone with access can follow along.

For complete steps, examples, Retry, and patient-information guidance, see 👉 How to ask Sidekick in Team Chat.

Make sure you are using the latest version of Tabflows and refresh the page. If Team Chat still does not appear, contact Tabflows Support.

Reach out to our Support team however works best for you: